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SKERRYVORE ASSET MANAGEMENT LTD 13F Portfolio
SKERRYVORE ASSET MANAGEMENT LTD
Latest SEC 13F filing: 2026-06-30
SKERRYVORE ASSET MANAGEMENT LTD runs SKERRYVORE ASSET MANAGEMENT LTD and currently holds 7 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $112.00M. Their top holdings are FNV, FMX, KOF, MELI, WPM. The top five represent 99.1% of reported portfolio weight. SKERRYVORE ASSET MANAGEMENT LTD ranks #635 out of 1000 investors tracked by Alpha Score. They added to 1 existing position. They trimmed 5 positions. Their current best-performing preview position is FMX with returns of +14.63%.
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Top 5 Holdings
FNV30.4%
FMX28.2%
KOF25.1%
MELI13.5%
WPM2.0%
Top 5: 99.1%
Portfolio Returns
1 Year
+19.97%
#683/10003 Year
+64.51%
#578/10005 Year
+64.51%
#610/1000Portfolio Value
$112.00M
Alpha Score
49.1
#635 of 1000
Holdings
7
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SKERRYVORE ASSET MANAGEMENT LTD Current 13F Holdings
Reported holdings from SKERRYVORE ASSET MANAGEMENT LTD's latest SEC 13F filing, ranked by portfolio weight.
7 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 FNV FRANCO NEV CORP | 30.38% | $117.59 | $244.87 | +108.24% | Trimmed -6.90% |
 FMX FOMENTO ECONOMICO MEXICANO S | 28.17% | $98.63 | $119.19 | +20.85% | Trimmed -7.91% |
 KOF COCA-COLA FEMSA SAB DE CV | 25.10% | $83.10 | $109.66 | +31.96% | Trimmed -6.23% |
 MELI MERCADOLIBRE INC | 13.50% | $1,699.66 | $1,889.85 | +11.19% | Added +34.15% |
 WPM WHEATON PRECIOUS METALS CORP | 1.96% | $56.24 | $138.67 | +146.57% | Held |
 HDB HDFC BANK LTD | 0.71% | $32.21 | $22.28 | -30.84% | Trimmed -22.83% |
 INFY INFOSYS LTD | 0.18% | $17.82 | $10.73 | -39.79% | Trimmed -24.76% |